Healthcare & Professional Advisor - Toronto, ON

Requisition ID: 215468

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Are you passionate about building client relationships?

As part of a national team, the Healthcare and Professional Advisor will be acquiring, retaining, and growing the Banks market share of professional students and early career professionals and manage and grow these relationships as they complete their training and transition to practice. Your prior success in delivering exceptional advice will be leveraged throughout the Professional Client Journey. As the Healthcare & Professional advisor, your relationship will be fostered through continuous delivery of advice and financing solutions throughout their early career banking needs as students.

If you have experience in new client acquisition, an understanding of the healthcare sector and/or other professional fields and possess a strong business acumen this position may be a perfect fit for you!

Accountabilities

• Champions a customer focused culture to deepen customer relationships and leverage broader Bank relationships, systems, and knowledge.
• Manage and grow a business banking portfolio of existing and new healthcare and professional student customers
• Develop and maintain knowledge of assigned healthcare and professional student portfolio including the nature and progress of their studies, their financial position, and the terms and conditions of financial services used
• Providing specialized healthcare and professional student customer expertise and early career banking advice and solutions to support the student's ability to successfully transition to practicing professionals
• Being knowledgeable and promoting the SPSP program and Healthcare+ programs available to physicians and dentists
• Serving as the main point of contact for the professional student segment as the dedicated Faculty Representative at the universities in the assigned market area, establishing and developing strong relationships with the university faculty leadership to enable collaboration and an ongoing partnership
• Managing and executing student faculty orientation and other events as outlined in assigned market university/association agreements with the Bank to ensure all agreed upon commitments and opportunities are leveraged
• Delivering presentations and seminars to professional student segment and COIs for business development purposes
• Identifying prospects using multiple channels including asking for referrals from existing customers, collaboration with internal partners (including MD), key faculty contacts and participating in marketing/educational seminars and industry events

Education / Experience / Other Information

• The ability to build and maintain key relationships is essential
• Thorough knowledge of healthcare and professional customer life cycles and characteristics
• The incumbent must possess tactical planning, implementation and organization skills.
• A high degree of flexibility is required to adapt to a wide variety of tasks and functions.
• Working knowledge of the features and benefits of retail products and services
• Working knowledge of economic conditions and political events affecting businesses, especially in the professional/ healthcare segment
• Experience delivering presentations to large groups
• Thorough knowledge of applicable risk management policies and processes

Working Conditions

• This is a mobile role that requires frequent travel within a designated market area.
• Work in a standard office-based environment is provided, however the incumbent may spend up to 90% of the time away from an office environment, working with the Sales team either in branches or in customer/prospect facilities travelling to conduct marketing activities and other customer interviews, trade shows, COI events etc.; non-standard hours are a common occurrence. Customer demands are constant and sometimes outside of office hours

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.